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Which podcasts are discussing DHR?
3 ATTRIBUTED IDEAS · 3 EPISODES · 3 SHOWS
The shows
Bloomberg Surveillance
CNBC Fast Money
The Meb Faber Show
Where the discussion went deepest
14 AUG3D AGOTHE MEB FABER SHOW · 12:00
US electrical infrastructure multi-decade boom
“The bull case argued: the US is at the start of a 5-15 year boom in electrical infrastructure investment, reversing two decades of flat generation capacity, which is tightly linked to real economic growth.”
Luke Gromen: The Bull Market That Loses You Money
Core thesis · 5/5Verify in source →
21 JUL4W AGOCNBC FAST MONEY · 05:07
Life sciences equipment strength offsets bioprocessing lag
“The case made on Danaher was that while bioprocessing recovery keeps getting delayed, underlying equipment demand remains robust across the broader life sciences sector.”
Counting Down to Software Earnings… And Danaher Sinks After Earnings 7/21/26
In depth · 4/5Verify in source →
8 JUL8 JULBLOOMBERG SURVEILLANCE · 07:49
Broaden portfolios into financials and life sciences
“A case was made to diversify beyond concentrated tech holdings into lagging sectors like financials and life science instruments.”
Markets and Geopolitical Swings
Substantive discussion · 3/5Verify in source →
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